Lazari Capital Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $573K | Buy |
1,477
+3
| +0.2% | +$1.17K | 0.22% | 76 |
|
|
2025
Q1 | $486K | Buy |
1,474
+31
| +2% | +$10.2K | 0.2% | 81 |
|
|
2024
Q4 | $523K | Buy |
1,443
+36
| +3% | +$13.1K | 0.21% | 74 |
|
|
2024
Q3 | $551K | Buy |
1,407
+21
| +2% | +$8.22K | 0.24% | 73 |
|
|
2024
Q2 | $462K | Buy |
1,386
+23
| +2% | +$7.66K | 0.21% | 78 |
|
|
2024
Q1 | $499K | Sell |
1,363
-40
| -3% | -$14.7K | 0.27% | 62 |
|
|
2023
Q4 | $415K | Sell |
1,403
-195
| -12% | -$57.6K | 0.24% | 69 |
|
|
2023
Q3 | $436K | Buy |
1,598
+96
| +6% | +$26.2K | 0.26% | 60 |
|
|
2023
Q2 | $370K | Buy |
+1,502
| New | +$370K | 0.21% | 70 |
|